Business Integration Solutions Documentation

Walkthrough: Blanket Sales Order

About this walkthrough

This walkthrough provides an overview on how to send a notification to your customer regarding long-term agreement.

A blanket sales order represents a framework for a long-term agreement between you and your customer.

Prerequisites

Template Description Default Report
NM_BSO.CONFIRM NM Template - Blanket Sales Order Confirmation Blanket Sales Order (210)

Story

  • This connection uses a Code Event to trigger the pipeline.
  • On the Blanket Sales Order page (page no. 507) you can add, with a few simple lines of code, a new button, for reference see Code Event Setup.
  • When a user presses this button, it will be detected by the Code Event.
  • Once the Pipeline is triggered, the XML Generator Activity will create an XML-file, based on an internal document.
  • It is recommended to add the Splitter Activity, which results in one message for each Blanket Sales Order.
  • The XML Minifier Activity is used to clean the message of empty nodes/blocks that are not mandatory.
  • The Header Mapper Activity is adding the headers to the message body, so the recipients and the E-mail subject are filled in.
  • The XML to HTML Translator Activity allows you to create an HTML E-mail message, based on your branding templates, but it is also possible to configure an HTML body manually.
  • Based on the standard Microsoft Business Central reports functionality, the Attachment Generator Activity is adding attachments to the E-mail message.
  • The E-mail is send via the Email Writer Endpoint.
  • The internal document NM_BLNKTSALESORD contains all the information you need to configure the XML Generator activity, the Splitter activity, the Header Mapper activity and the XML to HTML Translator activity.
  • Adding other fields to this document allows you to define a personal E-mail message.

BSO Notifictaion

Task

Setup

  1. Import Notification-NM_BSO.CONFIRM.zip configuration package or use the BIS template if available.

BSO Import

  1. Add a new Email Account in Email Accounts, then select SMTP Account to send notifications via Papercut SMTP server.

Email Account

  1. On the notification page edit the EMAILWRITER and add the Account ID which is created in above step run the configuration once.

REM Settings

Process

  1. Open the Blanket Sales Order, say for 10000 The Cannon Group PLC.
  2. Check the data on the Blanket Sales Order.
  3. Click the Code Event button on the page (Send Notifictaion).

Result

BSO Result

The result is that the mail is sent to all receipients. By using papercut, instead of sending it to receipients, we've captured the mail on our demo environment, with a preview of the HTML mail body and a PDF attachment of the Blanket Sales Order report.

For a brief guide, see Papercut SMTP setup